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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $26,040 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $12,850 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | 261.39% | 7.45%+253.9pp | 8.10%+253.3pp | 13.05%+248.3pp |
| Employer contribution / active EE | $0 | $34,701-100.0% | $28,661-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |